Intake + consent forms
Intake before the visit, not on a clipboard at the door.
Build the form once, attach it to the service, and Flowesce emails the client a completion link the moment they book. The signed answers land on the appointment card before they walk in.
Useful when you do colour with allergens, lashes, brows, microblading, injectables, facial peels, or anything that needs a medical history or a photo release. The aesthetician and medspa-adjacent segment in particular.
01/
Six field types, three templates, no builder learning curve.
Pick from text, long text, dropdown, yes / no, checkbox, and date fields. Edit the field list in place from a clean Add-field panel; no drag-and-drop builder to learn. Three pre-built templates ship to start from: General intake, Medical history & allergies, Photo + treatment consent. Pick one and edit instead of staring at a blank page.
Text and long text.
Single-line answers (name, occupation) and paragraph answers (skin history, medication list).
Dropdown.
A fixed set of options for the answers you want consistent across clients.
Yes / no and checkbox.
Allergies (pregnant? on Accutane?) and consents (I agree to the photo policy).
Date.
Last facial, last lash fill, date of birth for age-restricted services.
02/
Typed signature with a real consent disclaimer.
Forms that require a signature show an "I, {name}, agree to the above" disclaimer above the typed-name input. The signature ties to the client's record at the moment they submit. The drawn-signature canvas is on the Tier 2 list for the touch-device case; today, the typed signature has held up legally where salons have asked.
03/
Attach to the service. Flowesce handles the rest.
On any service edit page, pick the forms a client must complete before that appointment. When the service is booked (public booking page, admin Create, or as part of a bundle), a personalized completion link goes out by email automatically. The appointment detail card shows the status of every attached form: Sent, Opened, Completed, or Filled in person.
Recurring series dedupe.
A client with a 10-visit standing facial appointment fills the intake once, not ten times.
Bundles dedupe.
A bundle whose two services share the same intake form emails it once, not twice.
Required vs optional.
Mark a form required and the appointment card surfaces a red incomplete badge. Booking and completion still go through; this is awareness, not a gate.
Per-business email switch.
Settings → Booking preferences has an Email clients to complete intake forms toggle. Default on. Off keeps the form visible on the appointment card for in-salon filling.
04/
Three buttons that match how the day actually goes.
Every outstanding form on an appointment shows three actions on the detail card. Resend link re-emails the completion URL. Mark filled in person handles the paper-and-pen case so the badge clears. Open form rotates the token and clears completion state so a staff member can hand the salon tablet to the client and have them fill it on the spot.
05/
Awareness, not a hard block.
Required forms drive a red incomplete badge on the appointment card and a row inside the appointment detail. Booking is never blocked, completion is never blocked. The salons that asked for this were clear: a payment-blocking gate is the wrong tool for a 9:55am client who is already in your chair.
06/
Tier 2 is on the roadmap.
Drag-and-drop builder, drawn signature on a touch device, file upload (a photo of insurance, a reference image), conditional logic (show field B when field A is yes), and broadcast triggers beyond booking (anniversary forms, win-back forms) all sit in PUBLIC_ROADMAP for the next pass. The Tier 1 surface here is enough for the medspa segment to launch on; the next pass is what makes it a marketing-tier upsell.
Common questions
Honest answers, including the ones we don't love.
Is the typed signature legal?
Typed signatures with a captured consent disclaimer and a timestamp hold up in most jurisdictions where salons operate (US, UK, AU, SG, EU). They are the legal floor, not the ceiling. If your regulator requires a drawn signature specifically, today the workaround is paper-on-the-spot plus Mark filled in person; the drawn-signature canvas is on the Tier 2 list.
What happens if a client never fills the form?
The appointment card shows a red incomplete badge. The booking is not cancelled. The client is not auto-reminded after the first email; you can hit Resend link on the appointment card or hand them a tablet at the door (Open form clears the state so they can fill on the spot).
Can I export the answers?
Today, completed answers live on the appointment record and the client's history. A full CSV export of form submissions is on the post-launch list. If you need it in the meantime, every answer is queryable in the database and Flowesce can hand you the dump.
Where does the signature get stored?
The typed name, the timestamp, the IP address, and the consent text are saved on the form submission row inside Postgres. The submission stays linked to the client and the appointment. Nothing leaves your business.
Can the client fill the same form again at the next visit?
Yes when you want it that way. A new appointment with the same attached form starts a fresh submission. Recurring series and bundles intentionally do not (one submission covers the series); standalone appointments at different dates each get their own fill request.
Pairs well with
Fourteen days. No card.
Try Flowesce on a real Saturday.
No card required, no auto-charge at the end. If Flowesce isn't for you, export everything in one click and walk.